Animal Spirits: Your Budget Sucks

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On today’s show, we discuss:

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Tweets/Bluesky:

YARDENI: DeepSeek “might be bad news for the Mag-7 .. It might not be a happy development for Nvidia .. “.. On the other hand, it might mean that AI systems will be more accessible and cheaper. If so, the best way to play AI might be the S&P 493 companies that will be cutting their costs ..”

— Carl Quintanilla (@carlquintanilla.bsky.social) 2025-01-26T14:55:53.385Z

https://twiter.com/intangiblecoins/status/1882093309507850634

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